Yes, you need to transfer your tax file in order to pull your information.
Here's how you can transfer:
- Sign in to your account..
- After the screen has loaded, select the Tax Tools drop-down menu in the left menu and then select Tools.
- In the pop-up window, select the Transfer last year's TurboTax return from your computer link. (If you don’t see this option, you may need to clear and start over.
If you transfer from:
- a PDF—It will transfer your personal info and your AGI .
- a .tax file—It will transfer all of your info in a few short steps.
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